璞砺营销咨询（Publicis Sapient）：2024财富与资产管理4.0研究报告：数字、社会和监管变革如何重塑行业（中译版）（56页）.pdf

1、Wealth and asset management 4.0How digital,social,and regulatory shifts will transform the industry1Research background2We surveyed 500 investment providers across three regions and 15 countries A mix of providers by country,function,and type of firmTo analyze how investment firms are adapting their

2、 strategies,products,and business models to meet fast-changing investor expectations,We partnered with ThoughtLab to conduct a comprehensive survey of 500 investment providers in the top investment markets around the world.The survey covered 15 countries from three different regions:31%of the provid

3、ers came from Asia-Pacific,30%from Europe,and the reminder from North America.The survey covered a range of sectors,from investment advisory firms and retail asset managers to private banks and family offices.Half of the respondents were C-level executives,while the rest were at the managing directo

4、r or senior vice president levels.Assets under management by respondent companies ranged from$500 million to$2.5 trillion or more.Roughly a fourth of companies had assets up to$10 billion.Forty-four percent of firms reported between$10 billion and$100 billion in assets,while the remaining fourth man

5、aged over$100 billion.3RESEARCH BACKGROUND THE BIG SHIFTINVESTORS REDEFINEDRETHINKING PRODUCTSWINNING IN A DIGITAL WORLDCALLS TO ACTIONAlternative asset managementBroker-dealerFamily officeInstitutional asset managementInvestment advisory groupOnline brokerage/Robo-advisorPrivate bankRetail asset ma

6、nagementTrust company26%12%14%11%10%7%11%5%4%RESPONDENTS BY SECTORCOMPANIES SURVEYED BY AUM29%29%44%44%27%27%Up to$10 billion AUM$10 to$100 billion AUMOver$100 billion AUMCountries surveyedAsia Pacific 31%Asia Pacific 31%Australia 5%Hong Kong 6%Japan 10%China 6%Singapore 4%Europe 30%Europe 30%Benelu